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Using Signing Group in Workflow Builder (formerly Maestro) Workflow

Forum|Forum|1 year ago
February 12, 2025
3 replies
192 views

Hello! Is it possible to use Signing Group in a “Set up Invite” and “Get Signatures” steps within a Workflow Builder (formerly Maestro) Workflow? If the answer is yes, then how? Should I create a new Signing Group. Then manually type the new of the Signing Group as one of the Participants of the Workflow Builder (formerly Maestro) Workflow? When configuring the “Set Up Invite” or “Get Signatures” steps I would be able to select that Participants, but what should I put as Name and Email? Can someone please clarify my misunderstanding? Thank you!

Best answer by nathaly.monge

Hello @sszeto ,

Welcome to the Docusign Community and thank you for posting your concerns!

Unfortunately, Signing groups is still not available in the Maestro workflow. We do invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

N

nathaly.monge

Answer

Docusign Employee

Hello @sszeto ,

Welcome to the Docusign Community and thank you for posting your concerns!

Unfortunately, Signing groups is still not available in the Maestro workflow. We do invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

S

sszeto

Author

New Voice

Hi Nathaly,

Thank you for confirming my suspicions. It is indeed unfortunately that DocuSign doesn’t all this powerful feature in Maestro.

N

nathaly.monge

Docusign Employee

Hello @sszeto ,

Thank you for reaching back.

As the Maestro feature is relatively new, there are several things that have to be improved and added, it is a working progress. We apologize if at the moment the Maestro feature does not adapt to your needs, hopefully in the future it will.

I hope you have a great day!

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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